Prospect manager and other solicitor relationships.
Good to Know!
- Only active prospect team members are displayed. You need edit the filter to see former members
- Former prospect managers are listed below in Prospect Manager History
- Plan solicitors also display here
- CONVERSION NOTES:
- All RE assigned solicitors convert here
- Prospect team members need at a minimum a start date, if there isn’t one in RE we are using the date added
How Do I?